How-to

Document the workflows in your tools

Step-by-step ways to document the workflows in the tools your team uses every day: Notion, Jira, HubSpot, Salesforce and more.

HubSpot
How to create HubSpot onboarding documentation
Create HubSpot onboarding documentation new reps can follow: creating contacts, logging activity and working deals, recorded once with screenshots and video.
Jira
How to document Jira workflows with AI
Document how your team uses Jira: creating work items, moving them through your workflow and handling blocked transitions, with AI-written steps and screenshots.
Notion
How to create step-by-step guides in Notion
Build a Notion database of step-by-step guides: a template with the right properties, a recorded walkthrough with screenshots, and a video embedded on each page.
Salesforce
How to create Salesforce training guides that match your org
Create Salesforce training guides that match your org: converting leads, working opportunities and fixing common errors, with AI-written steps and screenshots.